IVV vs RESM

Quick Verdict

IVV has a lower expense ratio. RESM offers more diversification with 961 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: RESM

Side-by-Side Comparison

MetricIVVRESMWinner
Expense Ratio0.03%0.32%
AUM$865.2B-
Dividend Yield1.09%0.08%
Holdings508998
YTD Return+13.80%+23.20%
1Y Return+23.70%-
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-8.5%
Fund FamilyiShares by BlackRock (US)Columbia Threadneedle Investments
CategoryEquityEquity
InceptionMay 15, 2000Dec 11, 2025

IVV vs RESM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Columbia Research Enhanced Small Cap ETF (RESM) is a ETF from Columbia Threadneedle Investments. Year to date, IVV is up 13.80% versus a gain of 23.20% for RESM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.5% for RESM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while RESM charges 0.32%. On a $10,000 position that is $3 vs $32 annually, a gap of $29 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.08% for RESM.

Holdings Overlap

0.1%overlap

IVV and RESM share 1 holdings out of 1465 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in RESMDifference
NUVL0.62%0.15%0.47%

Frequently Asked Questions

Which is cheaper, IVV or RESM?

IVV has an expense ratio of 0.03% while RESM charges 0.32%. IVV is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

What is the holdings overlap between IVV and RESM?

IVV and RESM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1465 unique securities.

Which pays a higher dividend, IVV or RESM?

IVV yields 1.09% while RESM yields 0.08%, so IVV currently pays the higher dividend yield.

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